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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-06-13 |
Branch Locations
1275 Ben Sawyer Blvd, Mt. Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wildes Financial Strategies, Inc. | Georgetown | SC | 10/2024 | 05/2025 |
| Self-Employed | Nichols | SC | 06/2024 | 09/2024 |
| Coastal Financial Planning Group | Charleston | SC | 01/2024 | 04/2024 |
| Charleston South University | Charleston | SC | 08/2023 | 05/2024 |
| Wildes Financial Strategies | Georgetown | SC | 05/2023 | 08/2023 |
| Full-Time Student At Charleston Southern University | Charleston | SC | 01/2023 | 04/2023 |
| Anderson Brothers Bank | Mullins | SC | 05/2022 | 12/2022 |
| Full-Time Student At Charleston Southern University | Charleston | SC | 09/2021 | 04/2022 |
| East Coast Housing, Inc. | Latta | SC | 05/2021 | 08/2021 |
| Full-Time Student At Charleston Southern University | Charleston | SC | 08/2020 | 04/2021 |
| Home Therapy | Mullins | SC | 09/2019 | 12/2019 |
| Bojangles | Marion | SC | 07/2018 | 06/2019 |
| Full-Time Student At Lake View High School | Lake View | SC | 04/2015 | 07/2018 |
| Full-Time Student At Lake View High School | Lake View | SC | 01/2020 | 06/2020 |
| Cummings Wealth Management Group | Mount Pleasant | SC | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-22 |
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